Sage View Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,258 shares of SCHZ stock, worth $551,141. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,258

Previous 44,423 45.39%

Holding current value

$551,141

Previous $2.02 Billion 43.07%

% of portfolio

0.06%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$45.2 - $47.87 $911,458 - $965,298	-20,165 Reduced 45.39%	24,258 $1.15 Billion
Q2 2024 Aug 14, 2024	BUY	$44.66 - $45.99 $1.98 Million - $2.04 Million	44,423 New	44,423 $2.02 Billion
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $2.3 Million - $2.5 Million	53,349 Added 47.84%	164,866 $7.64 Billion
Q3 2023 Nov 02, 2023	SELL	$44.14 - $46.33 $1.39 Million - $1.46 Million	-31,584 Reduced 22.07%	111,517 $4.93 Billion
Q2 2023 Aug 11, 2023	BUY	$45.86 - $47.33 $1.92 Million - $1.99 Million	41,958 Added 41.48%	143,101 $6.61 Billion
Q1 2023 May 01, 2023	BUY	$45.33 - $47.44 $136,805 - $143,173	3,018 Added 3.08%	101,143 $4.74 Billion
Q4 2022 Feb 14, 2023	BUY	$44.04 - $47.03 $4.32 Million - $4.61 Million	98,125 New	98,125 $4.48 Billion

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

94.5M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History